Unclaimed Profile

Elise Christine Foley

ZEVENBERGEN CAPITAL INVESTMENTS LLC·SEATTLE, Washington

Series 7, Series 63, Series 65Clean record33 years registeredZEVENBERGEN CAPITAL INVESTMENTS LLC

601 UNION STREET, SEATTLE, WA 98101-4050CRD# 1600564Firm CRD# 128990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elise Christine Foley · SEATTLE, WA

Registration

CRD #1600564 · ZEVENBERGEN CAPITAL INVESTMENTS LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZEVENBERGEN CAPITAL INVESTMENTS LLC

ZEVENBERGEN CAPITAL INVESTMENTS LLC

Nov 2003 – Jul 2022

SEATTLE, WA

ZEVENBERGEN CAPITAL, INC.

Jan 1993 – Nov 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 10, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZEVENBERGEN CAPITAL INVESTMENTS LLC

CRD 128990 · SEC 801-62477

AUM

$4.4B

Regulatory assets under management

Employees

327 client accounts

Services offered by ZEVENBERGEN CAPITAL INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ZEVENBERGEN CAPITAL INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Elise Christine Foley offer?

Elise Christine Foley specializes in Investment Management, Wealth Management.

What are Elise Christine Foley's credentials?

Elise Christine Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elise Christine Foley located?

Elise Christine Foley is based in SEATTLE, Washington, last registered with ZEVENBERGEN CAPITAL INVESTMENTS LLC.

How does Elise Christine Foley charge for services?

Elise Christine Foley's firm is compensated through percentage of aum, other: model-only portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEVENBERGEN CAPITAL INVESTMENTS LLC?

ZEVENBERGEN CAPITAL INVESTMENTS LLC has approximately 24 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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